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Morningstar

Delaware Ivy Science and Technology I ISTIX

Morningstar Analyst Rating
Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 53.97  /  1.66 %
  • Total Assets 5.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 53%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis ISTIX

Will ISTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ISTIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ISTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ISTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Delaware Ivy Science and Technology I's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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